ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $19,649,000 | +3.0% | 131,626 | -0.6% | 0.12% | -2.5% |
Q2 2017 | $19,070,000 | +3.7% | 132,411 | +0.7% | 0.12% | -1.6% |
Q1 2017 | $18,388,000 | -11.1% | 131,440 | -15.5% | 0.12% | -19.6% |
Q4 2016 | $20,685,000 | +5.4% | 155,549 | +1.6% | 0.15% | -1.9% |
Q3 2016 | $19,626,000 | +7.2% | 153,103 | +3.7% | 0.16% | +1.3% |
Q2 2016 | $18,302,000 | +17.9% | 147,575 | +14.9% | 0.15% | +11.6% |
Q1 2016 | $15,529,000 | +8.1% | 128,488 | +7.6% | 0.14% | +1.5% |
Q4 2015 | $14,364,000 | +16.3% | 119,391 | +10.1% | 0.14% | +4.6% |
Q3 2015 | $12,348,000 | -24.5% | 108,424 | -17.9% | 0.13% | -20.2% |
Q2 2015 | $16,364,000 | +6.8% | 131,991 | +6.7% | 0.16% | +2.5% |
Q1 2015 | $15,316,000 | -13.8% | 123,667 | -14.9% | 0.16% | -20.1% |
Q4 2014 | $17,766,000 | -6.9% | 145,274 | -11.1% | 0.20% | -14.2% |
Q3 2014 | $19,081,000 | +25.7% | 163,382 | +26.7% | 0.23% | +25.4% |
Q2 2014 | $15,178,000 | +20.2% | 128,907 | +14.7% | 0.18% | +6.3% |
Q1 2014 | $12,624,000 | +4.6% | 112,403 | +3.1% | 0.17% | -0.6% |
Q4 2013 | $12,068,000 | +25.2% | 109,067 | +14.5% | 0.18% | +12.2% |
Q3 2013 | $9,637,000 | -0.2% | 95,282 | -4.9% | 0.16% | -8.2% |
Q2 2013 | $9,661,000 | – | 100,219 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |